Your account safety is our top priority.

How is your data kept safe?

We use bank-level security measures to ensure your data is collected and stored safely. We encrypt all communication between your browser and our servers, store all of your data on secure servers, and continuously test our processes and procedures to ensure your data is secure and safe.

We protect your privacy. You can read about our cookie policy and privacy policy to understand how we collect and use your private information.


How are your accounts protected?

All client accounts are held at National Bank Independent Network(NBIN), a subsidiary of National Bank. NBIN is a member of the Canadian Investor Protection Fund (CIPF), which covers each account up to $1,000,000 against insolvency or bankruptcy. Each account is backed by the strength of National Bank, which according to Bloomberg was ranked as one of the world’s 20 strongest banks between 2010 and 2013.


How else are my accounts protected?

Nest Wealth is also regulated by the Ontario Securities Commission (OSC).

As a regulatory body, the OSC administers and enforces compliance with the provisions of the Securities Act (Ontario) and the Commodity Futures Act (Ontario). Specifically, the OSC works to protect investors and foster fair and efficient markets by making and monitoring compliance with rules governing the securities industry in Ontario.


How can I file a complaint?

You may be eligible for the independent dispute resolution service offered by the Ombudsman for Banking Services and Investments (OBSI).

To understand how to file a complaint with us, visit our file a complaint page.


What is Nest Wealth’s commitment to transparency?

We’re committed to transparency in all aspects of our work together – from how we’ve priced our service to how we disclose these fees on your statements.


Who can I speak to about my account protection and/or privacy?

If you have concerns about the protection of your account or you have questions, please feel free to contact us at [email protected]